Chapter 05 · Knowledge Base
Adding URLs and setting refresh policies
Add a public page as a source, choose how often Serpio checks it for changes, and understand how change detection differs from the website crawler.
Updated Sep 20, 2026 · 5 min read
On this page
A URL source is a single public page you want Serpio to know about: a pricing page, a help article, a partner's spec sheet, a regulator's guidance. Serpio fetches it, keeps the readable text, and can check it again on a schedule. This guide covers the Add URL tab, what the fetcher will and will not accept, the Check URL for changes setting, and how change detection decides whether to re-index.
Add a URL
- 1
Open Add knowledge and switch tabs
Press Add knowledge, then Add URL.
- 2
Enter the address
Paste the full address into URL, including
https://. Anything else is rejected with Enter a full http:// or https:// URL. - 3
Optionally name and describe it
Title · optional replaces the page's own title in your list and in the writer's evidence. How should Serpio use this? · optional is a note of up to 1,000 characters, indexed with the page so retrieval finds it for the right questions, for example: this is our current pricing; take plan names and limits from here.
- 4
Set usage and cadence
Choose Use this as and Permission for writing, tick Content focuses if the page belongs to one, then pick Check URL for changes. URLs default to Weekly.
- 5
Press Add URL
The modal closes and a status strip shows progress. The row reads Processing until its first version is Ready.
What the fetcher accepts
Serpio fetches URL sources itself, identifying as SerpioBot/1.0. The fetcher is deliberately narrow.
| Requirement | What happens otherwise |
|---|---|
A public http:// or https:// address with no username or password and a standard port | Use a public HTTP or HTTPS URL without credentials or a custom port. |
A public host. localhost, .local names, and private or internal IP ranges are refused | Private network URLs are not supported. |
| The response is an HTML, plain text, or Markdown page | URL must return an HTML or text page. Upload documents separately. For a link to a PDF, download the file and upload it as a document. |
| At most 4 MiB of content, delivered within 20 seconds, after no more than five redirects | The version fails with a size, timeout, or redirect message. The previous version, if any, stays in use. |
| A successful response code | A 404 or 410 marks the source Removed. Other errors leave it Ready · refresh failed with the error in the drawer. |
From an HTML page Serpio keeps the main content, drops navigation, footers, forms, and scripts, and preserves headings so each passage knows its section.
Check URL for changes
| Setting | What Serpio does |
|---|---|
| Manually | Never checks on its own. The page is fetched once when you add it and again only when you press Check URL now. Next check in the drawer reads Manual. |
| Daily | Queues a check about 24 hours after the last one. |
| Weekly | Queues a check about 7 days after the last one. This is the default for URLs. |
Checks run from a sweep every ten minutes, a few sources per brand at a time, so a due check may start some minutes late. After a failure Serpio backs off, retrying after one hour, then two, doubling up to the normal interval. Last checked and Next check in the drawer show the actual times.
How change detection works
A check does not blindly re-index. Serpio first asks the server whether the page changed, using the ETag and Last-Modified values it saved last time. If the server answers that nothing changed, Serpio records Last checked and stops. Otherwise it downloads the page, extracts the text, and compares a content hash of the text, title, headings, and description with the active version.
- Same hash: the check is recorded, Last checked updates, and no new version is created. Last changed stays where it was.
- Different hash: a new version is created and processed. The old version keeps serving until the new one is Ready, and the row shows Ready · updating in between. When it activates, Last changed moves to now and the brand's knowledge revision bumps.
- Fetch or extraction failure: the new version is marked failed, the old one stays active, and the row reads Ready · refresh failed with the error in the drawer. Nothing you already had is lost.
Check URL now and Reprocess saved content
A URL source's drawer has two buttons. Check URL now runs the fetch-and-compare cycle immediately, whatever the cadence. Reprocess saved content appears only when Serpio holds a verified full-page snapshot of the active version; it re-indexes that saved text without contacting the site, which helps after an indexing hiccup. If the snapshot is missing or the page is Removed, the button is hidden.
Only a previously saved excerpt is indexed
Sources added before the current indexing pipeline may show an amber warning beginning Only a previously saved excerpt is indexed. and a status of Legacy index · refresh needed. It means Serpio holds only a short excerpt of the page, not the verified full text. Press Check URL now. When the fresh version activates, the warning clears and the status becomes Ready.
URL sources versus the website crawler
| Added URL | Website crawler | |
|---|---|---|
| Where it appears | Added URLs filter | Website filter and the Website crawler panel |
| Which pages | Any public page you choose, on any domain | Up to about 100 pages discovered on your own domain, prioritised by type |
| Cadence | Manually, Daily, or Weekly per source | Weekly recrawl of the whole site, plus Refresh on demand |
| Default usage | Reference evidence · Facts allowed | Brand knowledge · Facts allowed |
| Counts against the page cap | No | Yes |
If a page on your own site is missing from the crawl, adding it as a URL source is the fix. See Serpio's site index is not Google's index.
Common questions
Can I add a page behind a login?
No. The fetcher only accepts public pages with no credentials. Export the content and upload it as a document instead; it stays private in Serpio's storage.
Why did my URL source turn Removed?
The server answered 404 or 410 on a check. Serpio stops using the source. If the page is back, press Check URL now and it will be re-indexed.
Related guides
Adding documents to the Knowledge Base
Upload PDF, DOCX, Markdown, or TXT files up to 20 MiB each, follow processing, and know when a document is available for writing.
Read guideSerpio's site index is not Google's index
The Website crawler builds Serpio's private index of your pages for writing and internal links. What the count means, what gets crawled, and how to fill gaps.
Read guideVersions, statuses, and source actions
Every ingestion is a numbered version. The version model, every status label, the drawer detail grid, and what each action button does.
Read guide